We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
151
Graves Light Lenhart Wealth
Virginia
$43.6M +$13.5M +136,314 +45%
BWM
152
Baystate Wealth Management
Massachusetts
$43.6M +$5.82M +58,856 +16%
MGB
153
Mass General Brigham
Massachusetts
$42.9M -$12.1M -122,426 -22%
AWM
154
AE Wealth Management
Kansas
$42.7M +$17M +171,528 +67%
AIP
155
Ameritas Investment Partners
Nebraska
$42.7M -$1.26M -12,712 -3%
PP
156
PDS Planning
Ohio
$42.5M +$3.49M +35,348 +9%
MWP
157
Meridian Wealth Partners
Pennsylvania
$42.4M +$1.28M +12,938 +3%
FHA
158
First Horizon Advisors
Tennessee
$41.5M -$5.04M -51,021 -11%
TCM
159
TD Capital Management
Tennessee
$41.1M +$317K +3,204 +0.8%
ANB
160
Amarillo National Bank
Texas
$40.3M +$4.84M +48,927 +14%
WB
161
WesBanco Bank
West Virginia
$40.3M +$3.48M +35,196 +10%
HFS
162
Hantz Financial Services
Michigan
$40M +$816K +8,257 +2%
BHWM
163
Bar Harbor Wealth Management
New Hampshire
$40M +$5.11M +51,721 +15%
RJT
164
Raymond James Trust
Florida
$39.8M +$4.12M +41,649 +12%
EGWAG
165
Elwood & Goetz Wealth Advisory Group
Georgia
$39.8M +$12.6M +127,162 +47%
EEP
166
Edgehill Endowment Partners
Connecticut
$39M +$30.6M +309,964 +383%
WSTAM
167
Wilbanks Smith & Thomas Asset Management
Virginia
$38.7M +$24.8M +250,607 +182%
SEM
168
Strategic Equity Management
Arizona
$38.2M +$37.9M +383,627 New
BC
169
Bricktown Capital
Michigan
$37.8M
BBVA
170
Banco Bilbao Vizcaya Argentaria
Spain
$37.6M -$9.16M -92,664 -20%
FMI
171
Factory Mutual Insurance
Massachusetts
$37.1M +$36.8M +371,900 New
TPWA
172
TRUE Private Wealth Advisors
Oregon
$36.3M +$998K +10,098 +3%
Boston Partners
173
Boston Partners
Massachusetts
$36.1M
SWM
174
Spire Wealth Management
Virginia
$35.9M +$5.95M +60,201 +20%
VC
175
Vicus Capital
Pennsylvania
$35.8M -$8.41M -85,137 -19%